Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND | Dec 31, 2025 | 1.2M | 2.7M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.0M | 2.3M | 2.8% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Dec 31, 2025 | 535K | 1.2M | 1.5% |
| Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund | Dec 31, 2025 | 533.5K | 1.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 349.8K | 786.9K | 1.0% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 266.4K | 599.4K | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 171.8K | 386.5K | 0.5% |
| Simplify Exchange Traded Funds-Simplify Opportunistic Income ETF | Dec 31, 2025 | 165.4K | 372.0K | 0.5% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 91.6K | 206.1K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 64.6K | 145.2K | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.